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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Retirement Services, particularly in 401(k), 403(b), and IRA plan administration, while providing exceptional client service and communication. Proficient in managing compliance testing and utilizing web-based applications to support plan sponsors and financial advisors.
Highest-signal resume keywords
Retirement Services Experience401(k) Plan AdministrationMS Office ProficiencyClient Communication SkillsCompliance Testing Coordination
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plan Administration401(k) Knowledge403(b) KnowledgeIRA KnowledgePlan Document InterpretationCalculations and ReportingPayroll ManagementWeb-Based Application SupportCompliance TestingSales Presentation Participation
Soft Skills
Excellent Written CommunicationExcellent Verbal CommunicationTime ManagementOrganizational SkillsProactive Client Engagement
Tools & Technologies
MS OfficeExcelWeb-Based Applications
Industry Keywords
Retirement PlansClient RetentionCross-Selling OpportunitiesPlan SponsorsFinancial Advisors
About the role
Key responsibilities & impact- Provide proactive service and communications to retirement plan clients
- Support clients through phone, letters, and email to quickly resolve requests
- Act proactively with assigned clients and advisors to ensure retention and encourage client dedication and engagement
- Interpret plan documents for client plan administration
- Provide calculations and amounts to plan sponsors, communicate fund actions, answer inquiries, research and resolve issues, provide legal updates, and respond to specialized report requests
- Assist plan sponsors and intermediaries with web-based applications and deliver web demonstrations for financial advisors and plan sponsors
- Work with clients to correct and fund payroll items and manage distribution requests
- Coordinate plan compliance testing with the compliance team
- Participate in sales final presentations and promote cross-sell opportunities as needed
Requirements
What you’ll need- Bachelor's degree in a business-related field or combination of education and industry experience
- 3–5 years of total experience in Retirement Services, with emphasis in daily 401(k), 403(b), or IRA areas
- Strong MS Office skills, with an emphasis in Excel
- Excellent written and verbal communication skills
- Effective time management and organizational skills
- 10% travel availability